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Forms Ordering Procedure 2333V-CA is online at ftb.ca.gov Fill in the form and submit Your order can be sent directly to the Volunteer Coordinator mailbox.

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Presentation on theme: "Forms Ordering Procedure 2333V-CA is online at ftb.ca.gov Fill in the form and submit Your order can be sent directly to the Volunteer Coordinator mailbox."— Presentation transcript:

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2 Forms Ordering Procedure 2333V-CA is online at ftb.ca.gov Fill in the form and submit Your order can be sent directly to the Volunteer Coordinator mailbox and processed from there

3 Fill out the form with your information

4 Mailing instructions are in the middle of the form

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6 California Earned Income Tax Credit (EITC) The CA EITC is "refundable," meaning that you will receive a refund if the amount of the credit is greater than the tax you owe This credit is available to California households with adjusted gross income of less than $6,580 if there are no qualifying children, less than $9,880 if there is one qualifying child, or less than $13,870 if there are two or more qualifying children Maximum credit amounts are $214 with no qualifying children, $1428 with one qualifying child, $2358 with two qualifying children, and $2653 with three or more qualifying children

7 California Earned Income Tax Credit (EITC) ​ There are important differences between the California EITC and its federal counterpart Unlike the federal EITC, income from self-employment cannot be used to qualify for the California credit The CA EITC requires earned income reported on a W-2 form, such as wages, salaries, and tips, which must be subject to California withholding You must file a state tax return, even if you do not owe any tax or are not otherwise required to file

8 California Earned Income Tax Credit (EITC) ​ You, your spouse, and any qualifying children must each have a social security number issued by the Social Security Administration that is valid for employment. You must file using the single, married/registered domestic partner (RDP) filing jointly, or head of household filing status The “married/RDP filing separately” status may not be used. Your principal residence must be in California for more than half the tax year

9 FTB 3514, California Earned Income Tax Credit, must be completed and filed with return to claim credit The credit amount, if you qualify, is on line 23 of the 540 2EZ, line 75 of the 540 return, line 82 of the 540NR (short) and line 85 of the 540NR (Long) Taxpayers who would like to file returns to claim EITC are being encouraged to use the Volunteer Program to prepare those returns http://calbudgetcenter.org/resources/interactive-how- much-will-working-families-and-individuals-benefit- from-californias-new-eitc/ http://calbudgetcenter.org/resources/interactive-how- much-will-working-families-and-individuals-benefit- from-californias-new-eitc/ California Earned Income Tax Credit (EITC) ​

10 E-filing previous years returns (2012, 2013, 2014 from TW) Volunteer Hotline hours: 8:00 A.M.- 4:00 P.M. New Head of Household Schedule, FTB 3532 takes the place of the FTB 4803e FTB 3514 will be completed for those who qualify for CA ETIC Etc.

11 FTB Contact Information Volunteer Hotline – 1.800.522.5665 VolunteerCoordinator@ftb.ca.gov

12 Questions?

13 Thank you for volunteering! California Volunteers Make the Difference


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